I was wondering how to implement a sales pipeline system, I found yours and I was amazed when I saw your video. Congratulations, ease of use is the keyword.
Yes, we take customization projects for a fee. Please share your requirement at the below link for estimation: support.indzara.com/support/tickets/new Best wishes.
I've used your old free version and I love it. But this is very cool. I've just bought it for managing my sales team. But I have a question, my business sales is not like project type that one customer company only buy once, after the deal won, they may buy it every month, and the value of sales each month can be varies. Using your template, how can I adjust it? Do I have to make "new deal" every month for the same customer? If so, it may affect the dashboard sales pipeline, am I right?
Thanks for your continued support. Can you update the deal amount as the amount increases monthly instead of creating a new deal? Please let me know. Best wishes.
if I change the deal value, won't this change the whole dashboard? For example, in February my team met with company one, then in March there was a $ 1,000 deal, and in April company one had reorder of $ 2000. If I change the value of the deal, wouldn't I be unable to review the sale in March, because the value of the deal has changed it to $ 2000?
Yes, the change will update the dashboard. The total deal amount will be assigned to the original month. If we need the deal amounts need to be shown for each month, the only way will be to enter a new deal again. The pipeline for the new deal may go directly from start to close. I see that you have contacted us on our site. We can continue this discussion on email to figure out a solution. Thanks & Best wishes.
very good sheet sir.... yesterday i purchased d google sheet version and very much satisfied. I would like to add one more slicer in active sheet... can u help? Running cases Sourcewise ? please guide
Thank you for showing interest in our template. If slipped deals are referring to LOST deals, then yes, the template will help you track the same. You can also change the timeline filter to days and select 7 days of a week to look at weekly report. If this is not your concern, please share more details of your requirement to support@indzara.com to check further. Best wishes.
Thanks for your feedback. Glad to hear. Can you please clarify what the different sales sources are? Please provide details on your specific scenario. Best wishes.
@@indzara I have 10 sales person, If each sales person input the data in different template. So how to compile/combine the data from these 10 sales person (10 template)?
@@dickynugraha1325 Thanks for clarification. This currently does not handle multiple users entering in different files. This is one file where all data entry happens. We would have to custom develop for you if your needs are to allow multiple users to enter data in different files. Please let us know if interested in custom development. support@indzara.com Best wishes.
@@dickynugraha1325 We have an activities sheet in this file where you can track activities at deal level (if same company has multiple deals). this sheet can also work as an activity reminder for future scheduled activities (emails, calls, follow-up) related to any specific deal. We explain this in the user guide support.indzara.com/support/solutions/articles/62000152611-sales-pipeline-manager-excel-step-by-step-user-guide (Please see step 6 at the bottom of the post). Please feel free to let us know if any questions. Best wishes.
Currently, we have Kanban board incorporated with our Task Manager template. We have not yet integrated with Sales Pipeline Manager template. Following is the link to the templates for quick reference: 1. Free Kanban Board Template: indzara.com/kanban-board-task-tracker-excel-template/ 2. Task Manager Premium template with Kanban Board: indzara.com/product/project-management-excel-templates/task-manager-advanced/ Best wishes.
Thank you. Download: indzara.com/product/sales-pipeline-manager/ It is designed to be managed from one file. It can be posted to the shared drive and accessed by multiple users. However, if you are thinking about each rep seeing only his/her own data, that is not currently set up. This is ideal for one person managing all the deals or one person consolidating information from multiple sales people and entering into the template. Please let us know if any questions. Best wishes.
Dear sir! Iam your biggest fan and thanks for teaching me I have a problem that is please make a dashboard for daily cash closing and also report part for checking between two dates thanks
Thank you. Glad to hear from you. Please see this free template where reports are dynamic based on two dates. indzara.com/2017/02/free-retail-inventory-management-template/ Best wishes.
Thank you for showing interest in our template. You can purchase the template from the below link: indzara.com/product/sales-pipeline-manager/ If you have already purchased the template, requesting to share the order number or email ID used to purchase the template to support@indzara.com to share the template. Best wishes.
Thank you. A free version with limited features is available here: indzara.com/2017/01/sales-pipeline-tracker-excel-template/ Please let us know if any questions. Best wishes.
I was wondering how to implement a sales pipeline system, I found yours and I was amazed when I saw your video. Congratulations, ease of use is the keyword.
Awesome, thank you! Glad to hear your kind words.
Best wishes.
Are you available through UpWork or any similar platforms for making custom adjustments to this tool?
Yes, we take customization projects for a fee. Please share your requirement at the below link for estimation:
support.indzara.com/support/tickets/new
Best wishes.
I've used your old free version and I love it. But this is very cool. I've just bought it for managing my sales team. But I have a question, my business sales is not like project type that one customer company only buy once, after the deal won, they may buy it every month, and the value of sales each month can be varies. Using your template, how can I adjust it? Do I have to make "new deal" every month for the same customer? If so, it may affect the dashboard sales pipeline, am I right?
Thanks for your continued support.
Can you update the deal amount as the amount increases monthly instead of creating a new deal? Please let me know.
Best wishes.
if I change the deal value, won't this change the whole dashboard?
For example, in February my team met with company one, then in March there was a $ 1,000 deal, and in April company one had reorder of $ 2000. If I change the value of the deal, wouldn't I be unable to review the sale in March, because the value of the deal has changed it to $ 2000?
Yes, the change will update the dashboard. The total deal amount will be assigned to the original month.
If we need the deal amounts need to be shown for each month, the only way will be to enter a new deal again. The pipeline for the new deal may go directly from start to close.
I see that you have contacted us on our site. We can continue this discussion on email to figure out a solution.
Thanks & Best wishes.
very good sheet sir.... yesterday i purchased d google sheet version and very much satisfied. I would like to add one more slicer in active sheet... can u help? Running cases Sourcewise ? please guide
Thanks for purchasing. I will respond by email to you.
Best wishes.
Hi @Ankur Marwah, could you confirm that the Google Sheet version that you bought is exactly the same with the Excel version? Thank you in advance!
What about week over week changes like slipped deals? Is this template able to track those as well?
Thank you for showing interest in our template.
If slipped deals are referring to LOST deals, then yes, the template will help you track the same. You can also change the timeline filter to days and select 7 days of a week to look at weekly report.
If this is not your concern, please share more details of your requirement to support@indzara.com to check further.
Best wishes.
Hi, this is great template to manage sales pipeline. My question is how compile the data from many sales become one file? Thx
Thanks for your feedback. Glad to hear.
Can you please clarify what the different sales sources are? Please provide details on your specific scenario.
Best wishes.
@@indzara I have 10 sales person, If each sales person input the data in different template. So how to compile/combine the data from these 10 sales person (10 template)?
Another question, is it possible to add another next activity date in the same customer/company? So we can track the history of activity. Thx
@@dickynugraha1325 Thanks for clarification. This currently does not handle multiple users entering in different files. This is one file where all data entry happens. We would have to custom develop for you if your needs are to allow multiple users to enter data in different files. Please let us know if interested in custom development. support@indzara.com
Best wishes.
@@dickynugraha1325 We have an activities sheet in this file where you can track activities at deal level (if same company has multiple deals). this sheet can also work as an activity reminder for future scheduled activities (emails, calls, follow-up) related to any specific deal. We explain this in the user guide support.indzara.com/support/solutions/articles/62000152611-sales-pipeline-manager-excel-step-by-step-user-guide (Please see step 6 at the bottom of the post).
Please feel free to let us know if any questions. Best wishes.
Do you have any with Kanban board incorporated into the sales pipeline file?
Currently, we have Kanban board incorporated with our Task Manager template. We have not yet integrated with Sales Pipeline Manager template. Following is the link to the templates for quick reference:
1. Free Kanban Board Template:
indzara.com/kanban-board-task-tracker-excel-template/
2. Task Manager Premium template with Kanban Board:
indzara.com/product/project-management-excel-templates/task-manager-advanced/
Best wishes.
It’s good. How to I buy this. However I would need sales rep field and data to be entered separately by each rep. Is it possible to customise
Thank you. Download: indzara.com/product/sales-pipeline-manager/
It is designed to be managed from one file. It can be posted to the shared drive and accessed by multiple users. However, if you are thinking about each rep seeing only his/her own data, that is not currently set up.
This is ideal for one person managing all the deals or one person consolidating information from multiple sales people and entering into the template.
Please let us know if any questions.
Best wishes.
Dear sir!
Iam your biggest fan and thanks for teaching me I have a problem that is please make a dashboard for daily cash closing and also report part for checking between two dates thanks
Thank you. Glad to hear from you.
Please see this free template where reports are dynamic based on two dates.
indzara.com/2017/02/free-retail-inventory-management-template/
Best wishes.
Is it possible to change the colour?
Thank you for showing interest in our template.
Yes, it is possible to change the color.
Best wishes.
Quality Content.
Thank you for feedback. Glad you find it useful.
Best wishes.
i could not download it the website showing coming soon...
Thank you for showing interest in our template.
You can purchase the template from the below link:
indzara.com/product/sales-pipeline-manager/
If you have already purchased the template, requesting to share the order number or email ID used to purchase the template to support@indzara.com to share the template.
Best wishes.
Initially thought it was free turns out I will have to pay 50USD. Anyhow, I like it and will make a purchase.
Thank you. A free version with limited features is available here: indzara.com/2017/01/sales-pipeline-tracker-excel-template/
Please let us know if any questions.
Best wishes.